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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating Contract Line...
Microsoft Dynamics CRM (Archived)

Creating Contract Line Items via Workflow

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Posted on by Michael Moores 20

Our account managers use the products section of the opportunities.  When this opportunity is "Won", we would like to auto generate a contract with contract line items corresponding the the products on the opportunities products section.  When I am in the workflows, I am unable to create a Contract Line Item.  Any suggestions on how I can accomplish this?

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  • Community Member Profile Picture
    Community Member on at

    I am also trying to achieve this - does anyone have a solution?

  • Jeremy Winchell Profile Picture
    Jeremy Winchell 1,165 on at

    Michael & Mike,

    You wouldn't be able to do this with out-of-box featuers of CRM 4.0.  However, you could use a plug-in that watches the "Win" or "Lose" method of an Opportunity.  Then if the Opportunity is closed as a Win you could programmatically create the Contract and the Contract Line items.

    This function may be easier as well if you create a custom Contract & Contract Line entity in CRM.  The Contract Entity is more linked to Cases and Support contracts, so a custom entity may be easier to manage.

    Jeremy

    Senior CRM Consultant

    Inetium

  • Andy Hurd Profile Picture
    Andy Hurd on at

    While you can apparently get certain types of workflow to run on the Won/Lost status change such as to update a value on a related entity, creating new records on another entity seems doomed to fail because the Opportunity is now closed - got hit by this recently so agree with Jeremy, use a plug-in to be certain of record creation on this event.

    Andy

    ConsultCRM

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